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Emerging market (EM) and European equities are becoming consensus trades, but we believe they still have room to run. |
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Equity markets traded modestly higher last week. Momentum and low volatility factors outperformed as bond yields declined. |
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We expect the tone of this week’s European Central Bank (ECB) meeting to be dovish, after recent weak eurozone inflation data. |
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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